Perkins Small Cap Fund Quote
| JISCX Fund | USD 25.50 0.02 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Perkins Small is trading at 25.50 as of the 19th of February 2026; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 25.52. Perkins Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 2026. Click here to learn more.
The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock prices are believed to be undervalued by the funds portfolio managers. It invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small companies whose market capitalization, at the time of purchase, is less than the 12-month maximum market capitalization for companies included in the Russell 2000 Value Index. More on Perkins Small Cap
Moving against Perkins Mutual Fund
Perkins Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Janus Henderson Funds, Large Funds, Small Value Funds, Small Value Funds, Small Value, Janus Henderson, Large, Small Value Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
Perkins Small Cap [JISCX] is traded in USA and was established 19th of February 2026. Perkins Small is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Small Value category and is part of Janus Henderson family. The entity is thematically classified as Small Value Funds. This fund currently has accumulated 3.05 B in assets under management (AUM) with no minimum investment requirementsPerkins Small Cap is currently producing year-to-date (YTD) return of 10.01% with the current yeild of 0.0%, while the total return for the last 3 years was 9.08%.
Check Perkins Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Perkins Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Perkins Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Perkins Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Perkins Small Cap Risk Profiles
| Mean Deviation | 0.7041 | |||
| Semi Deviation | 0.5274 | |||
| Standard Deviation | 0.9382 | |||
| Variance | 0.8803 |
Perkins Small Against Markets
Perkins Mutual Fund Analysis Notes
The fund retains 97.56% of assets under management (AUM) in equities. Perkins Small Cap last dividend was 0.15 per share. Large To learn more about Perkins Small Cap call the company at 877-335-2687.Perkins Small Cap Investment Alerts
| The fund retains 97.56% of its assets under management (AUM) in equities |
Perkins Small Thematic Classifications
In addition to having Perkins Small mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Small Value FundsFunds with small to mid capitalization value equities |
Top Perkins Small Cap Mutual Fund Constituents
| ABCB | Ameris Bancorp | Stock | |
| TRN | Trinity Industries | Stock | |
| NVST | Envista Holdings Corp | Stock | |
| BANR | Banner | Stock | |
| AUB | Atlantic Union Bankshares | Stock | |
| LECO | Lincoln Electric Holdings | Stock | |
| EAF | GrafTech International | Stock | |
| SHO | Sunstone Hotel Investors | Stock | |
| NEU | NewMarket | Stock | |
| COLM | Columbia Sportswear | Stock | |
| FHN | First Horizon National | Stock | |
| THG | The Hanover Insurance | Stock | |
| STAG | STAG Industrial | Stock | |
| CALM | Cal Maine Foods | Stock | |
| R | Ryder System | Stock | |
| WNS | WNS Holdings | Stock | |
| PB | Prosperity Bancshares | Stock | |
| SUI | Sun Communities | Stock | |
| BOH | Bank of Hawaii | Stock | |
| UBSI | United Bankshares | Stock | |
| SWX | Southwest Gas Holdings | Stock | |
| BKH | Black Hills | Stock | |
| FUN | Six Flags Entertainment | Stock | |
| GPK | Graphic Packaging Holding | Stock | |
| IOSP | Innospec | Stock | |
| BWXT | BWX Technologies | Stock | |
| VVV | Valvoline | Stock |
Perkins Small Outstanding Bonds
Perkins Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Perkins Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Perkins bonds can be classified according to their maturity, which is the date when Perkins Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Perkins Small Predictive Daily Indicators
Perkins Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Perkins Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 25.5 | |||
| Day Typical Price | 25.5 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 55.92 |
Perkins Small Forecast Models
Perkins Small's time-series forecasting models are one of many Perkins Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Perkins Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Perkins Mutual Fund
Perkins Small financial ratios help investors to determine whether Perkins Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Perkins with respect to the benefits of owning Perkins Small security.
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